Milly Bell
I joined Lester Brunt in September 2020 and qualified as a Financial Adviser in March 2024. I work with both new and existing clients across Dorset, the surrounding areas and virtually. I help clients with varying needs, whether that’s extracting profits from a business in a tax-efficient way, preparing for retirement or saving and investing for their children’s futures.
My role is to make financial planning feel clear and manageable, taking as much of the complexity and worry off your shoulders as possible. I am committed to being there for my clients through all of life’s milestones.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
Milly Bell
Outside of work, I really enjoy reading a good book, going to the gym or going for a walk on the lovely beaches that we are so lucky to have on our doorstep. I really enjoy travelling and I am very excited for my upcoming trips to Rome and Corfu in 2026!
‘I was very pleased with everything Milly did at the meeting. She was very clear with her explanations and answered questions very well. In addition, she was happy to do some calculations for me and offered to assist with things such as form filling for the 10 year tax on trusts. This is something that I consider to be support for clients, as well as something which I think that we have paid for, but which hasn’t readily been offered in the past. Milly showed that she well understood the situation and that she was prepared to use her expertise (and time) to provide an excellent service to a client. This attitude is much appreciated’.
The RQF Level 3 Award in Long Term Care Insurance is a single unit qualification that develops knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities. When held alongside any of the following CII qualifications, or equivalent, the Award meets the FCA’s appropriate qualification requirements for advising on long term care insurance products: The Diploma in Regulated Financial Planning, Diploma in Financial Planning and Certificate in Financial Planning.